2017-11-15T15:12:21-06:00 2016-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2016-01-01 132500122 USO OF METROPOLITAN NEW YORK INC USOO 2126955590 270 MADISON AVENUE 12TH FLR NEW YORK NY 10016 BRIAN C WHITING PRESIDENT & CEO 2126955590 2017-11-15 1 GARRETT M HIGGINS P00543209 2122862600 2017-11-15 65.51.112.58 2017-11-15 14:42:43 ES P 5FBDCBD040DC1AD11941E9056BDD8F8313149616 996E57144C2C780C420ED175BF91B1AE373E2BAB 2016 2021-01-29 14:40:06Z BRIAN C WHITING 270 MADISON AVENUE 12TH FLR NEW YORK NY 10016 11707109 0 X WWW.USONYC.ORG X 1963 NY SEE SCHEDULE O. 23 23 86 3000 0 0 15610101 11542084 0 0 423 350 0 -118680 15610524 11423754 0 150000 0 0 1931237 2388705 0 0 530755 9373713 10205883 11304950 12744588 4305574 -1320834 8341042 7252064 224462 462026 8116580 6790038 X THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. 0 0 3203448 150000 FAMILY PROGRAMMING: 15,515 SERVED (TOTAL COST: $3,203,448 = CASH COST $443,210 + IN KIND GOODS $2,760,238)USO PROVIDES PROGRAMS FOR THE WHOLE MILITARY FAMILY, THROUGHOUT THEIR ENTIRE LIFECYCLE OF MILITARY SERVICE. TWO FAMILY INITIATIVES INCLUDE OPERATION THAT'S MY DRESS (OTMD) AND OPERATION THAT'S MY RIDE (OTMR); BOTH PROGRAMS ARE DESIGNED TO RECOGNIZE CHILDREN OF MILITARY FAMILIES. OTMD PROVIDES THOUSANDS OF NEW DESIGNER DRESSES TO MILITARY TEENS AND SPOUSES FOR HOMECOMINGS, PROMS, MILITARY BALLS AND THE HOLIDAYS. THIS PROGRAM HAS SERVED NEARLY 24,000 YOUNG WOMEN ACROSS THE COUNTRY. THOUGH THE SUPPORT OF VOLUNTEERS, OTMR PROVIDES BIKES TO CHILDREN OF MILITARY FAMILIES. TO DATE MORE THAN 56,000 BICYCLES HAVE BEEN DISTRIBUTED. 1541466 USO CENTERS: 115,205 SERVED (TOTAL COST: $1,541,466 = CASH COST $170,220 + IN KIND GOODS $1,371,246)USO CENTERS, STAFFED WITH VOLUNTEERS, DIRECTLY PROVIDE USO PROGRAMS, SERVICES AND AMENITIES TO SERVICE MEMBERS AND THEIR FAMILIES THAT RESIDE IN, ARE TRAVELING THROUGH OR VISITING THE TRI-STATE AREA. THESE FACILITIES PROVIDE A WARM AND COMFORTING PLACE WHERE SERVICE MEMBERS AND FAMILIES CAN CONNECT WITH LOVED ONES VIA INTERNET OR TELEPHONE, PLAY A VIDEO GAME, CATCH A MOVIE, HAVE A SNACK OR JUST PUT THEIR FEET UP AND RELAX. FOUR CENTERS ARE LOCATED IN THE TRI-STATE AREA WITH NEW FACILITIES SCHEDULED TO OPEN IN 2018. 712593 ENTERTAINMENT: 282,901 SERVED (COST $712,593)THE USO SHOW TROUPE IS PART OF AN AMERICAN TRADITION THAT GOES BACK OVER 75 YEARS TO THE CAMP SHOWS OF THE SOUTH PACIFIC. WITH OVER 350 LIVE ANNUAL PERFORMANCES GLOBALLY, THE TROUPE ENTERTAINS APPROXIMATELY 600,000 SERVICE MEMBERS AND THEIR FAMILIES IN ADDITION TO NATIONALLY TELEVISED PERFORMANCES.THEIR PERFORMERS HAVE EXTENSIVE BROADWAY, OFF-BROADWAY, FILM AND TV CREDITS AND PROVIDE TOP-OF-THE-LINE ENTERTAINMENT. THEIR EVER-CHANGING REPERTOIRE - PRODUCED IN COLLABORATION WITH GRAMMY, EMMY, AND TONY AWARD WINNING WRITERS AND ARRANGERS - INCLUDES TODAY'S HITS WHILE CONTINUING TO PAY TRIBUTE TO THE GREAT LEGACY OF USO ENTERTAINERS. 3714027 TICKET PROGRAM: 34,407 SERVED (IN KIND EXPENSE VALUE: $3,714,027)USO CENTERS IN THE TRISTATE AREA ARE THE GATEWAYS FOR AREA AND VISITING MILITARY AND THEIR FAMILIES TO EXPERIENCE BROADWAY SHOWS, OFF-BROADWAY SHOWS, CONCERTS, SPORTING EVENTS AND MORE. FACILITATED BY OUR CENTER VOLUNTEERS, THE ENTERTAINMENT AND HOSPITALITY INDUSTRIES HELP TO FURTHER EXPRESS AMERICA'S GRATITUDE AND APPRECIATION TO MORE THAN 30,000 TROOPS AND THEIR FAMILIES, BY DISTRIBUTING COMPLIMENTARY AND DISCOUNTED TICKETS TO SOME OF OUR NATION'S MOST ICONIC ATTRACTIONS AND ENTERTAINMENT VENUES. 2588427 OTHER PROGRAM EXPENSES 6302454 11759961 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 86 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT NJ NY X X DAVE HENRY 2126955590 270 MADISON AVENUE 12TH FLR NEW YORK NY 10016 CHARLES HILL III CHAIRMAN 1.00 X X 0 0 0 DAVID L MCKAY TREASURER 1.00 X X 0 0 0 EDWARD T REILLY SECRETARY 1.00 X X 0 0 0 BRUCE N WHITMAN VICE CHAIRMAN 1.00 X X 0 0 0 JOSEPH F ABRUZZO JR DIRECTOR 1.00 X 0 0 0 MICHAEL D ANTHONY DIRECTOR 1.00 X 0 0 0 THOMAS L BOSCO DIRECTOR 1.00 X 0 0 0 MATTHEW F BROMBERG DIRECTOR 1.00 X 0 0 0 DAN DEFINO DIRECTOR 1.00 X 0 0 0 MIKE ELLIOTT DIRECTOR 1.00 X 0 0 0 WILLIAM P FRANK DIRECTOR 1.00 X 0 0 0 TOM HIGGINS DIRECTOR 1.00 X 0 0 0 JACK JACOBS DIRECTOR 1.00 X 0 0 0 JAMES JACOBS DIRECTOR 1.00 X 0 0 0 JENNIFER JOHNSON DIRECTOR 1.00 X 0 0 0 GREG KEELEY DIRECTOR 1.00 X 0 0 0 TONY KLIMAS DIRECTOR 1.00 X 0 0 0 C JEFFREY KNITTEL DIRECTOR 1.00 X 0 0 0 JOHN LAWLOR DIRECTOR 1.00 X 0 0 0 JOHN MCSHERRY DIRECTOR 1.00 X 0 0 0 MICHAEL E O'NEILL DIRECTOR 1.00 X 0 0 0 RICHARD J WILSON DIRECTOR 1.00 X 0 0 0 CHARLES J SEVOLA JR DIRECTOR 1.00 X 0 0 0 BRIAN WHITING PRESIDENT & CEO 60.00 X 451940 0 61140 DAVE HENRY SVP FINANCE & ADMINISTRATION 60.00 X 203682 0 32755 JESSICA MCANDREWS VP OPERATIONS, PROGRAMS & SERVICES 60.00 X 154200 0 27575 RAY KENNEDY VP PROGRAMS 60.00 X 103602 0 22655 RACHAEL MURRAY VP ENTERTAINMENT 60.00 X 137102 0 26825 1050526 0 170950 5 0 1 0 TURNER CONSTRUCTION CO 200 FRANKLIN SQUARE DR SOMERSET NJ 08873 CONSTRUCTION 361443 1 1577656 1336133 8628295 6261505 11542084 350 350 142742 1336133 283355 -140613 -140613 MISCELLANEOUS INCOME 900099 21933 21933 21933 11423754 0 0 -118330 150000 150000 931291 694753 119876 116662 1095534 809850 144885 140799 16010 12518 2294 1198 166158 133117 10759 22282 179712 140998 18961 19753 32800 32800 355658 137834 89517 128307 51345 41800 4169 5376 215537 171778 14085 29674 14294 6736 4426 3132 30156 54 30102 171947 170019 468 1460 8899 2706 5857 336 MILITARY APPRECIATION 4670382 4652035 18347 COMPLIMENTARY TICKETS 3714027 3714027 SHOW TROUPE 712632 712593 39 USO SERVICE CENTERS 170220 170220 57986 38923 5775 13288 12744588 11759961 453872 530755 473444 390308 550593 404272 1817513 1964884 5240886 3915583 3450 500 1068450 538128 202961 530322 52195 46195 8341042 7252064 224462 462026 224462 462026 X 8116580 6790038 8116580 6790038 8341042 7252064 X -1320834 -5708 X X 0 1 X 1 0 X 7479481 9681867 10011864 15604393 11542084 54319689 799000 887000 1019000 940658 1309621 4955279 8278481 10568867 11030864 16545051 12851705 59274968 7819660 51455308 1028 1120 255 423 350 3176 3602 11906 828 21933 38269 59316413 0.86750 0.85510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 3,602. 2013 AMOUNT: $ 11,906. 2014 AMOUNT: $ 828. 2016 AMOUNT: $ 21,933. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 745001 380548 364453 323449 157580 165869 530322 X 13670510 2246756 2246756 11423754 0 11423754 14997052 2246756 5708 2252464 12744588 0 12744588 PART X, LINE 2: MANAGEMENT EVALUATED USO'S TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT USO HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. USO IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. GOLD MEDAL AWARD DINNER 1173100 1080958 92142 180642 GOLF OUTING 305775 255175 50600 102713 1478875 1336133 142742 283355 283355 -140613 1 ARMY MORALE WELFARE & RECREATION FUND PO BOX 340309 JBSA FT SAM HOUSTON SAN ANTONIO TX 78234 541919272 150000 2016 DOD WARRIOR GAMES SPONSORSHIP. 1 PART I, LINE 2: GRANT FUNDS ARE MONITORED TO CONFIRM COMPLIANCE WITH GRANT AGREEMENTS. X X X X X 0 0 0 0 0 0 0 1 0 BRIAN WHITING PRESIDENT & CEO 321940 0 130000 0 0 0 26500 0 34640 0 513080 0 0 0 DAVE HENRY SVP FINANCE & ADMINISTRATION 176182 0 27500 0 0 0 20600 0 12155 0 236437 0 0 0 JESSICA MCANDREWS VP OPERATIONS, PROGRAMS & SERVICES 144200 0 10000 0 0 0 15420 0 12155 0 181775 0 0 0 RACHAEL MURRAY VP ENTERTAINMENT 128602 0 8500 0 0 0 13850 0 12975 0 163927 0 0 0 PART I, LINE 7 THE FOLLOWING INDIVIDUALS LISTED ON PART VII RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS IN 2016, WHICH WAS APPROVED BY THE BOARD: - BRIAN WHITING RECEIVED $130,000 - DAVE HENRY RECEIVED $27,500 - JESSICA MCANDREWS RECEIVED $10,000 - RAY KENNEDY RECEIVED $5,000 - RACHAEL MURRAY RECEIVED $8,500 X 1623770 COST X 22 432768 COST X TICKETS 36381 3714027 COST X GIFT CARDS 4 490940 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS DONATED ON PART I, LINE 25 COLUMN (B). THE ORGANIZATION IS REPORTING THE NUMBER OF DONORS ON PART I, LINES 19 AND 26, COLUMN (B). FORM 990, PART I, LINE I: THE USO STRENGTHENS AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION CONSIST OF COMMUNITY LEADERS REPRESENTING ALL FAITHS, REPRESENTATIVES OF BUSINESS, INDUSTRY, LABOR AND MILITARY, VETERANS, CIVIC, FRATERNAL AND WOMEN'S ORGANIZATIONS, AND OTHER RECOGNIZED IMPORTANT COMMUNITY GROUPS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS SHALL BE SUBJECT TO ALTERATION, AMENDMENT, OR REPEAL BY A TWO-THIRDS VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO. THE FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE BY THE PRESIDENT AND CEO AND A REPRESENTATIVE FROM THE ACCOUNTING FIRM,AND THEN DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES (IF ANY). ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE CEO WHO INFORMS THE EXECUTIVE COMMITTEE. AFTER DISCLOSURE OF THE ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING, DISINTERESTED COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED COMMITTEE MEMBERS WHETHER A CONFLICT EXISTS. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. ANNUAL DISCLOSURE STATEMENTS ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 AT THE DIRECTION OF THE EXECUTIVE COMMITTEE, THE BOARD REGULARLY RETAINS A THIRD PARTY CONSULTANT TO REVIEW AND DETERMINE THE COMPETITIVENESS OF TOTAL COMPENSATION FOR THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES IN RELATION TO PEER ORGANIZATIONS AND OTHER NOT-FOR-PROFIT ORGANIZATIONS, AND TO PROVIDE INFORMATION AND GUIDANCE REGARDING THE REASONABLENESS AND APPROPRIATENESS OF TOTAL COMPENSATION TO ENSURE COMPLIANCE WITH THE INTERMEDIATE SANCTIONS PROVISIONS OF THE INTERNAL REVENUE CODE. THIS REVIEW PROCESS WAS LAST UNDERTAKEN IN 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 270 MADISON AVENUE, 12TH FLR. NEW YORK, NY 10016, OR BY CALLING THE ORGANIZATION DIRECTLY AT 212-695-5590. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGE -5,708. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.